Georgia CLE - Tax Law Courses
This is a listing of Tax Law CLE Courses for Georgia. Please make your selection below of Georgia CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
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Religion and Estate Planning
Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious beliefs. A recent Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central... More Info
$501General Credit -
1031 Exchanges: An Advanced Seminar and Open Forum
This CLE presentation goes deeper than the typical program addressing Section 1031 Exchanges. Besides addressing the fundamentals, the program will explore more advanced concepts, such as leasehold improvement exchanges, private equity transactions, and the so-called “drop-and-swap” technique. Furthermore, the presenter answers questions about the nuances of executing a Section 1031 Exchange, reporting the exchange for tax purposes, and finer points about advising clients of what is and is not p... More Info
$501General Credit -
International Income and Estate Tax Planning
Jacob Stein, Esq. and Manya Deva Natan, Esq. discuss several key aspects of international tax planning. Using real-life scenarios from case studies. Manya covers estate tax planning, providing an overview in the dramatic differences between estate tax exclusions for U.S. persons, and for non-resident aliens. She discusses the importance of planning for NRA investors and the best structures to use. In addition, she touches on the dream inheritance and how to plan for U.S. citizens and resident... More Info
$501General Credit -
Are Taxes Dischargeable in Bankruptcy?
Tax debts can be burdensome to some individuals. For various reasons the delinquent taxpayer cannot utilize IRS collection options and needs to file for bankruptcy relief. This CLE program will review the possibility of bankruptcy as a means for resolving a tax controversy for a taxpayer with an unmanageable tax debt. If you find yourself in that predicament, there are various procedures and options available to you to resolve your IRS situation. More Info
$501General Credit -
Insufficient Funds: Representing Clients on Tax Matters When the IRS Comes Knocking on Their Door
Unplanned life events, such as divorce, catastrophic medical expenses, and other outside factors can lead to even the most responsible taxpayer having an unmanageable tax debt. This CLE program will review what options are available if your client finds themselves in that predicament. There are various procedures and options available to resolve your IRS situation. More Info
$751.5General Credits -
Captive Insurance: State and Local Tax Issues
State and local tax issues are a hot topic for captive insurance companies as these taxes are widely misunderstood and a new area of increased interest from state departments of insurance to generate revenue. Captive insurance professionals need to understand the basics of income and franchise taxes, sales and use taxes, and how those principals apply to various captive insurance taxes. This CLE course demonstrates that SALT is largely a function of constitutional law and the skilled practitio... More Info
$501General Credit -
Captive Insurance: Strategies & Tactics
This CLE course introduces the corporate attorney to how captive insurance companies operate with a focus on the profitability captives provide to their affiliated groups. Captives structuring techniques are analyzed in light of recent Tax Court cases. In addition, the course explores the use of captive insurance as a cost minimization strategy for workers compensation and healthcare benefits. More Info
$501General Credit -
Technology and Estate Planning
Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how practitioners can adapt different technologies and use them in their practices. Betsy Ehrenberg of Legacy Concierge will explain how software can ma... More Info
$501General Credit -
Don’t Get Caught in a Transactional Maze: Income Tax Fundamentals and Their Ethical Implications for Lawyers
Learn from both a tax expert and a noted legal ethicist about income tax fundamentals and their ethical implications for the transactional lawyer. Some of the important issues to be addressed include: Fundamentals of the Income Tax System: Taxable income and tax liability; taxable gains and losses; gain and loss realization vs recognition General Exclusion Provisions: COD Income; Gain on sale of principle residence; Opportunity Zone Exclusions General Nonrecognition Provisions: 1031 L... More Info
$751.5Total Credits0.5 Ethics -
Creative Cutting Edge Trust Planning Strategies
The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other b... More Info
$1001.5General Credits